Capital Gain Distribution Analysis

USATX - Managers

Dale R. Hoffmann

Manager

Start Date

Dec 01, 2015

Tenure

2.25

Tenure Rank

17.1%

Dale R. Hoffmann, is assistant vice president of Money Market Funds. He has been with the investment industry since 1999 and has worked for the firm since 1991. He holds a B.S.B.A. from University of South Dakota and a M.B.A. from St. Mary’s University. He is a member of the National Federation of Municipal Analysts and the Southern Municipal Finance Society.

Regina G. Conklin

Lead Manager

Start Date

Jun 01, 2003

Tenure

14.76

Tenure Rank

4.8%

Shafer joined USAA Investment Management Company in 1991. She worked for five years in mutual fund support, performing accounting and reporting functions for fund portfolios. In 1996, she moved to a position as a fixed-income securities analyst before being named a portfolio manager in 1999.
Shafer holds the Certified Public Accountant and Chartered Financial Analyst designation.